U.S. Specialized REITs Stock News

FTI Consulting (FCN) has been busy, and the stock is reacting to a clear theme: a coordinated push into AI driven, tech heavy consulting through new talent, strategic partnerships, and expanded digital capabilities. See our latest analysis for FTI Consulting. Those AI focused hires and partnerships seem to be resonating with investors, with the latest 1 month share price return of 9.53% helping offset a weaker year to date move and leaving the 5 year total shareholder return at a solid...

Earlier this month, Nordson Corporation reported fourth-quarter 2025 results with sales of US$751.82 million and net income of US$151.63 million, alongside full-year sales of US$2.79 billion and net income of US$484.47 million, modestly higher than the prior year. The company’s stronger-than-expected adjusted earnings and guidance for fiscal 2026, including forecast full-year sales of US$2.83–2.95 billion, highlight management’s confidence in profitability despite subdued organic growth and...

In recent months, Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets, prompting speculation that they are positioning for potential public offerings. This portfolio expansion is being interpreted as an effort to enhance profitability and borrower appeal, while high-profile investor interest intensifies focus on their eventual return to public markets. With Fannie Mae’s renewed appetite for mortgage-backed...

Wix.com Ltd. recently expanded its collaboration with Stripe, adding broader local payment options for European users and integrating Stripe’s new Agentic Commerce Suite to let eligible Wix merchants sell more easily across multiple AI shopping agents with a single low‑code setup. This deepened Stripe partnership positions Wix to help merchants capture AI‑driven commerce demand while simplifying complex, fragmented integrations that many small businesses struggle to manage...

Earlier this month, Vestland announced a collaboration with Otis Worldwide to equip the Armani Hallson KLCC luxury residential towers in central Kuala Lumpur with SkyRise® high-speed elevators, the Compass® 360 destination management system, and Otis ONE® IoT solutions featuring eView™ smart in-car screens. This project highlights how Otis is applying its connected elevator and destination management technologies in premium international residential developments, potentially deepening its...

Evercore (EVR) has quietly outpaced the broader market this year, and with the stock up about 21% year to date after a choppy past 3 months, investors are rechecking the advisory firm’s earnings power. See our latest analysis for Evercore. The recent pullback, including a 1 day share price return of minus 0.95 percent and a 7 day share price return of minus 3.11 percent, looks more like a breather after a strong year to date share price gain and a powerful multi year total shareholder return...

Morgan Stanley (MS) has quietly outperformed many peers this year, with the stock up about 40% year to date and roughly 9% over the past month. This performance is inviting a closer look at what is driving sentiment. See our latest analysis for Morgan Stanley. The recent pullback in Morgan Stanley’s 7 day share price return contrasts with its strong year to date share price return and impressive multi year total shareholder returns. This suggests the latest volatility looks more like...

Via Transportation (VIA) has had a choppy few months, slipping over the past 3 months even after a solid 1 day bounce, and that disconnect between performance and fundamentals is drawing fresh attention. See our latest analysis for Via Transportation. Looking beyond the latest bounce, Via Transportation’s 30 day share price return of negative 17.8 percent and year to date share price return of negative 35.4 percent suggest momentum has been fading as investors reassess execution risks against...

Taylor Morrison Home (TMHC) has quietly delivered a strong multi year run, but recent choppy trading has some investors asking whether this homebuilder still offers upside or if it is time to lock in gains. See our latest analysis for Taylor Morrison Home. At around $61.02 per share, recent softness in Taylor Morrison Home’s 7 day share price return contrasts with its solid multi year total shareholder returns. This suggests momentum has cooled slightly even though the longer term story still...

Freddie Mac recently announced that its Board of Directors has appointed Kenny M. Smith, a veteran financial services executive with nearly 40 years of experience at firms such as Deloitte, as chief executive officer and board member, effective December 17, 2025. Smith’s deep background in advising large banks on strategy, risk management and governance signals a potential shift in how Freddie Mac approaches oversight and operational discipline. Next, we’ll examine how Smith’s extensive risk...

Tutor Perini (TPC) just landed a seven year U.S. Army Corps of Engineers contract in the Middle East, a development that could reshape its revenue visibility and help explain the stock’s recent strength. See our latest analysis for Tutor Perini. The contract news lands after a powerful run, with the share price up sharply on a year to date basis and backed by hefty multi year total shareholder returns, suggesting momentum is still very much alive despite short term pullbacks. If this kind of...

Ducommun (DCO) just delivered a quarter that outpaced expectations, with revenue up year on year and adjusted operating income and EPS beating forecasts. The stock rose about 2% despite mixed aerospace sector results. See our latest analysis for Ducommun. That post earnings jump sits on top of a much bigger move, with a roughly 44% year to date share price return and a near 50% one year total shareholder return suggesting that momentum is still broadly intact despite recent volatility. If...

Morningstar, Inc. and its subsidiary PitchBook recently launched new MCP app integrations within OpenAI’s ChatGPT, giving licensed users natural-language access to Morningstar and PitchBook data, research, and ratings across public and private markets with enterprise-grade security. This push to embed Morningstar and PitchBook content directly into widely used AI tools underlines Morningstar’s ambition to become an indispensable “intelligence layer” for investing across multiple...

Goodyear Tire & Rubber (GT) just teamed up with Stellantis-owned Citroën to build the Eagle Xplore concept tire, a smart, data-rich platform that plugs directly into the broader connected vehicle trend. See our latest analysis for Goodyear Tire & Rubber. Despite a modest 1 day share price move, Goodyear’s roughly 19 percent 30 day share price return suggests momentum has picked up lately. However, the 5 year total shareholder return remains negative, hinting that sentiment is only slowly...

Enovis recently amended its credit agreement, extending the maturity of its US$700.0 million term loan and US$1.10 billion revolving facility to 2030 while adjusting leverage covenants, and it also announced that Chief Human Resources Officer Patricia A. Lang will retire in 2026, with Laura Singleton expected to succeed her. The expanded covenant flexibility and longer debt runway, combined with planned HR leadership continuity, could influence how investors assess Enovis’s capacity to fund...

Even though loanDepot, Inc. ( NYSE:LDI ) has fallen by 20% over the past week , insiders who sold US$26m worth of stock...

Akamai Technologies, Inc. and Visa Inc. have announced a strategic collaboration designed to enhance security in the emerging field of agentic commerce. By integrating Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence, the partnership aims to provide robust identity and fraud controls necessary for merchants to trust AI agents that shop on behalf of consumers. This development addresses challenges such as authenticating AI agents, identifying the users they...

To the annoyance of some shareholders, AIRO Group Holdings, Inc. ( NASDAQ:AIRO ) shares are down a considerable 28% in...

Able View Global Inc. ( NASDAQ:ABLV ) shareholders are no doubt pleased to see that the share price has bounced 28% in...

Traeger, Inc. ( NYSE:COOK ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...

Some Samsara Inc. ( NYSE:IOT ) shareholders may be a little concerned to see that the Executive VP & CFO, Dominic...

In December 2025, Tetra Tech, Inc. announced a US$500,000,000, 5-year multiple‑award contract from the U.S. Army Corps of Engineers’ Baltimore District to deliver environmental engineering and technical services for hazardous, toxic, and radiological cleanup across the North Atlantic Division’s U.S. and territorial locations. The contract underscores Tetra Tech’s use of AI‑supported field data collection, GIS, and 3D visualization through its Delta solutions platform, reinforcing the...

WD-40 (WDFC) just gave income-focused investors something to chew on, lifting its quarterly dividend to 1.02 dollars per share, more than an 8% bump that underscores management’s confidence and shareholder friendly posture. See our latest analysis for WD-40. The higher payout comes as WD-40’s share price has started to stabilize, with a 1 month share price return of 6.24% helping to offset a weaker year to date share price return and a negative 1 year total shareholder return, so near term...

CSW Industrials, Inc. ( NYSE:CSW ) shareholders would be excited to see that the share price has had a great month...